Post on 26-Mar-2020
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Citibank Online & Citi Mobile® App
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A. View TWA Portfolio
B. View Goals
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3 Total Wealth Advisor Quick Start Guide
Go to Wealth, then click “Finances
and Goals”. You will be required to
authenticate using 6-digit OTP, if
you have not done so.
Click on the various
products to view more
details
View Portfolio. Click on
“Change” to view other
relationship portfolio
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Go to Wealth > Finances and Goals >
Goals. Then click “View Details”See details
Total Wealth Advisor Quick Start Guide
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A. View TWA Portfolio & Goals
B. View TWA Reports
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Go to
www.ipb.citibank.com.sg
Sign on with your
User ID and Password
Total Wealth Advisor Quick Start Guide
7 Total Wealth Advisor Quick Start Guide
On the Main Menu,
click on the “Investments” tab and
select “Total Wealth Advisor”
You will be required to authenticate
using 6-digit OTP, if you have not
done so.
8 Total Wealth Advisor Quick Start Guide
Select a Relationship and Click
on “Portfolio Details”
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See details. To view your
goals, Click on “Goals” tab
Total Wealth Advisor Quick Start Guide
10 Total Wealth Advisor Quick Start Guide
On the Main Menu,
click on the “Investments” tab and
select “Total Wealth Advisor”
You will be required to key in your
OTP if you have not done so.
11 Total Wealth Advisor Quick Start Guide
In Total Wealth Advisor, Click
on “Total Wealth Advisor
Report”
Select a Relationship, Start Date and
End Date of the report you wish to
generate and Click on “Generate
Report”
12 Total Wealth Advisor Quick Start Guide
Click on “Report is Ready for View”
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View Electronic Statements Quick Start Guide
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View Electronic Statements Quick Start Guide
15 Total Wealth Advisor Quick Start Guide
16 Total Wealth Advisor Quick Start Guide
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Citibank full disclaimers, terms and conditions apply to individual products and banking services. For more information, please visit
www.ipb.citibank.com.sg.
Total Wealth Advisor Quick Start Guide
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eFX, Brokerage, Investment Funds^
Current Balances, Up to 7 years of Statements and 2
years of Banking and Investment Advices^
Telegraphic Transfers, Citibank Global Transfers
www.ipb.citibank.com.sg
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